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Market Outlooks
It's Not Much, But We'll Take It
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Excluding this awful pandemic, we think most market observers would cite inflation as the greatest risk to the economy and markets.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields mixed on concerns over COVID-19 and economic growth
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The U.S. Treasury curve flattened sharply last week, as COVID-19 and economic growth concerns weighed on long-end yields and more hawkish Fed rhetoric supported front-end yields.
Market Outlooks
Weekly Investment Commentary: Equities stalked by hawks, bears and Omicron
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The spread of the newest COVID-19 variant, Omicron, resulted in a selloff in developed equity markets last week.
Market Outlooks
Omicron & The Fed Upend The Markets
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After a week away for the Thanksgiving holiday, we are happy to be taking pen to paper to share our thoughts on the economy and markets.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall on new COVID-19 fears
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U.S. Treasury yields fell modestly last week despite strong economic data, as concerns around COVID-19 resurfaced with reports of potential lockdowns in several European countries.
Market Outlooks
Weekly Investment Commentary: COVID-19, growth fears make markets defensive
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Last week’s equity market activity reflected rapidly growing concern over possible economic restrictions associated with the latest wave of COVID-19, as growth and defensive stocks outperformed.
Market Outlooks
Weekly Investment Commentary: Hot inflation data cool equity markets
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Hotter-than-expected inflation data took its toll on equity indexes within developed markets last week.